新洋豐(000902.SZ)發佈半年報淨利潤升17.06%至6.30億元
格隆匯8月19日丨新洋豐(000902.SZ)發佈2019年半年度報告,實現營業收入約57.75億元,同比增長4.25%;歸屬於上市公司股東的淨利潤約6.30億元,同比增長17.06%;歸屬於上市公司股東的扣除非經常性損益的淨利潤約6.24億元,同比增長16.51%;基本每股收益0.48元。
報告期內,複合肥銷量穩定增長。在行業競爭激烈的行情下,公司作為在成本力、產品力、品牌力與渠道力均業內領先的龍頭企業,行業積累深厚,競爭優勢明顯,在行業調整階段不斷搶佔優質的經銷商與農户資源,加速提升市佔率,銷量和毛利均實現了超越行業平均水平的增長。2016年-2018年,根據卓創資訊網的數據計算,公司複合肥的市場佔有率分別為4.84%、6.12%與7.35%,提升速度顯著快於主要競爭對手。
報告期內,主要受複合肥自用量增加的影響,磷肥銷量同比減少3.05%,收入同比減少3.95%。由於成本同比下跌5.13%,幅度更大,毛利率同比增加0.98個百分點。上半年,磷肥的主要原材料硫磺、合成氨、磷礦價格均大幅下跌。以硫磺(南通港高端市場價)為例,2018年價格區間為1050-1550元,而2019年上半年價格大幅下跌至800-1200元的區間。而磷酸一銨由於下游複合肥需求穩定,行業供給受環保政策的影響持續收縮,價格相對堅挺,因此,毛利率同比增加,盈利能力有所提升。
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